Civic Intelligence

The Peter Amstein Foundation

990PF • Fiscal year 2018 • EIN 91-2164797

Jul 01, 2017 to Jun 30, 2018 • Filed on Sep 20, 2018

1823 Terry Ave 3701Seattle, WA 98101

(206) 441-1270

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

26th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2018 filings • $1M-$5M nonprofits • Source year 2018

Liabilities / Revenue

26th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2018 filings • $1M-$5M nonprofits • Source year 2018

Net Margin

11th percentile

-35%

Higher net margin than 11% of similar nonprofits.

2018 filings • $1M-$5M nonprofits • Source year 2018

Top Officer Pay

42nd percentile

$0

Higher top officer pay than 42% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2018 filings • $1M-$5M nonprofits • Source year 2018

Asset Growth

36th percentile

-2.0%

Faster asset growth than 36% of similar nonprofits.

2018 filings • $1M-$5M nonprofits • Annualized from 2017 to 2018

Revenue Growth

9th percentile

-37%

Faster revenue growth than 9% of similar nonprofits.

2018 filings • $1M-$5M nonprofits • Annualized from 2017 to 2018

Assets

Down

$2,099,539

Down $42,374 (-2.0%) from 2017

Net Assets

Down

$2,099,539

Down $42,374 (-2.0%) from 2017

Liabilities

Flat

$0

Flat from 2017

Revenue

Down

$120,150

Down $70,867 (-37%) from 2017

Expenses

Up

$162,524

Up $56,120 (+53%) from 2017

Net Income

Down

-$42,374

Down $126,987 (-150%) from 2017

Historical Trend

Balance Sheet Trend

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$3.0M$2.0M$1.0M$0Assets 2011: $809,892Liabilities 2011: $0Net Assets 2011: $809,8922011Assets 2012: $2,483,663Liabilities 2012: $02012Assets 2013: $2,302,256Liabilities 2013: $02013Assets 2014: $2,293,971Liabilities 2014: $02014Assets 2015: $2,209,473Liabilities 2015: $0Net Assets 2015: $2,209,4732015Assets 2016: $2,057,300Liabilities 2016: $0Net Assets 2016: $2,057,3002016Assets 2017: $2,141,913Liabilities 2017: $0Net Assets 2017: $2,141,9132017Assets 2018: $2,099,539Liabilities 2018: $0Net Assets 2018: $2,099,5392018Assets 2019: $2,067,218Liabilities 2019: $0Net Assets 2019: $2,067,2182019Assets 2020: $1,934,167Liabilities 2020: $0Net Assets 2020: $1,934,1672020Assets 2021: $2,123,023Liabilities 2021: $0Net Assets 2021: $2,123,0232021Assets 2022: $2,102,009Liabilities 2022: $0Net Assets 2022: $2,102,0092022Assets 2023: $2,040,693Liabilities 2023: $0Net Assets 2023: $2,040,6932023Assets 2024: $1,971,768Liabilities 2024: $0Net Assets 2024: $1,971,7682024Assets 2025: $0Liabilities 2025: $0Net Assets 2025: $02025

Highlighted filing

2018

Assets$2,099,539
Liabilities$0
Net Assets$2,099,539

Operations Trend

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$4.0M$2.0M$0-$2.0M-$4.0MExpenses 2011: $37,3532011Revenue 2012: $1,724,678Expenses 2012: $50,907Net Income 2012: $1,673,7712012Revenue 2013: $117,139Expenses 2013: $298,546Net Income 2013: -$181,4072013Revenue 2014: $285,245Expenses 2014: $293,530Net Income 2014: -$8,2852014Revenue 2015: $106,403Expenses 2015: $190,901Net Income 2015: -$84,4982015Revenue 2016: $10,210Expenses 2016: $162,383Net Income 2016: -$152,1732016Revenue 2017: $191,017Expenses 2017: $106,404Net Income 2017: $84,6132017Revenue 2018: $120,150Expenses 2018: $162,524Net Income 2018: -$42,3742018Revenue 2019: $124,343Expenses 2019: $156,664Net Income 2019: -$32,3212019Revenue 2020: $38,106Expenses 2020: $171,157Net Income 2020: -$133,0512020Revenue 2021: $327,248Expenses 2021: $138,392Net Income 2021: $188,8562021Revenue 2022: $156,721Expenses 2022: $177,735Net Income 2022: -$21,0142022Revenue 2023: $90,266Expenses 2023: $151,582Net Income 2023: -$61,3162023Revenue 2024: $100,825Expenses 2024: $169,750Net Income 2024: -$68,9252024Revenue 2025: $131,745Expenses 2025: $3,154,796Net Income 2025: -$3,023,0512025

Highlighted filing

2018

Revenue$120,150
Expenses$162,524
Net Income-$42,374
Jump To
Filing Snapshot
Filing Period
Jul 1, 2017 to Jun 30, 2018
Signed
Sep 20, 2018
Return Version
2017v2.3
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
PETER AMSTEINPresident, Treasurer-$0--
CATHY BOYCEVice President-$0--
MICHAEL AMSTEINSecretary-$0--
Filing and Contact Details

Filer

Filer Name
The Peter Amstein Foundation
EIN
91-2164797
Phone
2064411270
Address
1823 TERRY AVE 3701, SEATTLE, WA 98101

Signing Officer

Name
Peter Amstein
Title
President
Phone
2064411270
Signed
2018-09-20
Discuss with paid preparer
Yes

Preparer

Firm
Clark Raymond & Company Pllc
Address
PO BOX 3188, REDMOND, WA 98073-3188
Preparer
D Edson Clark
Phone
4258618500
Raw XML Appendix360 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0PETER AMSTEIN
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt23327 SOUTH ARGONNE CT
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IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr3Rt00.059436
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr4Rt00.098348
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr5Rt00.100247
IRS990PF/QlfyUndSect4940eReducedTaxGrp/LiableSection4942TaxInd00
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetInvestmentIncomePctAmt0988
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsAmt02530662
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr1Amt02409119
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr2Amt02382973
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr3Amt02558029
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr4Amt02576975
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr5Amt02486069
IRS990PF/QlfyUndSect4940eReducedTaxGrp/QualifyingDistributionsAmt0130000
IRS990PF/QlfyUndSect4940eReducedTaxGrp/TotalDistributionRt00.343177
IRS990PF/QualifyingDistriPartXIIGrp/AdjustedQualifyingDistriAmt0130000
IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt0130000
IRS990PF/QualifyingDistriPartXIIGrp/PctSect4940eOrgNetInvstIncmAmt00
IRS990PF/QualifyingDistriPartXIIGrp/ProgramRelatedInvstTotalAmt00
IRS990PF/QualifyingDistriPartXIIGrp/QualifyingDistributionsAmt0130000
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd00
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd00
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd00
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd00
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd00
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd00
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd00
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd00
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd00
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd00
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd00
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd00
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd00
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd00
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd01
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd00
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd01
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd00
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd00
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd00
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd01
IRS990PF/StatementsRegardingActyGrp/IndividualWithBooksNm0PETER AMSTEIN
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd00
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt01823 TERRY AVE 3701
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0SEATTLE
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0WA
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd098101
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd00
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd00
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd00
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0WA
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd00
IRS990PF/StatementsRegardingActyGrp/PhoneNum02064411270
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd00
IRS990PF/StatementsRegardingActyGrp/Section4955ManagersTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section4955OrganizationTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd00
IRS990PF/StatementsRegardingActyGrp/TaxReimbursedAmt00
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd00
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SumOfProgramRelatedInvstGrp/TotalAmt00
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt0130000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0TO SUPPORT THE TRUST IN ITS CHARITABLE PURPOSE.
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0BANK OF AMERICA CHARITABLE GIFT FUND
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0TRUST
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0100 FEDERAL STREET
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0BOSTON
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0MA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd002110
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt00
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt0130000
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd00
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt0124557
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt0124557
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt03228
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt08671
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt05443
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt03228
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0130000
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt05443
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt08671
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt03228
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/AdjustedNetIncomeAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/AdjustedNetIncomeAmt10
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt019710
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt1533
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0INVESTMENT ADVISORY SERVICES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt1OTHER INVESTMENT FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt10
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt019710
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt1533
TaxesSchedule/TaxesDetail/AdjustedNetIncomeAmt00
TaxesSchedule/TaxesDetail/Amt01129
TaxesSchedule/TaxesDetail/CategoryTxt0FOREIGN TAXES
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt01129
ReturnHeader/BuildTS02018-06-14 16:35:46Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0PETER AMSTEIN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum02064411270
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-09-20
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0THE PETER AMSTEIN FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0PETE
ReturnHeader/Filer/EIN0912164797
ReturnHeader/Filer/PhoneNum02064411270
ReturnHeader/Filer/USAddress/AddressLine1Txt01823 TERRY AVE 3701
ReturnHeader/Filer/USAddress/CityNm0SEATTLE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0WA
ReturnHeader/Filer/USAddress/ZIPCd098101
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId08F7A98B20B840E807BB167A4D318D276AA0B564F
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0440AFE007130A43481E1D53F18036CCF7E3A4C0A
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt0173.160.188.241
ReturnHeader/FilingSecurityInformation/IPDt02018-09-20
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0PD
ReturnHeader/FilingSecurityInformation/IPTm014:32:36
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0911521868
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0CLARK RAYMOND & COMPANY PLLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0PO BOX 3188
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0REDMOND
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0WA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0980733188
ReturnHeader/PreparerPersonGrp/PhoneNum04258618500
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0D EDSON CLARK
ReturnHeader/ReturnTs02018-09-26T17:51:20-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02017-07-01
ReturnHeader/TaxPeriodEndDt02018-06-30
ReturnHeader/TaxYr02017

Document Assets

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00$0.13$3.15$3.02
2024Detailed filing. Detailed filing data is available for this year.$1.97$0.00$1.97$0.10$0.17$0.07
2023Detailed filing. Detailed filing data is available for this year.$2.04$0.00$2.04$0.09$0.15$0.06
2022Detailed filing. Detailed filing data is available for this year.$2.10$0.00$2.10$0.16$0.18$0.02
2021Detailed filing. Detailed filing data is available for this year.$2.12$0.00$2.12$0.33$0.14$0.19
2020Detailed filing. Detailed filing data is available for this year.$1.93$0.00$1.93$0.04$0.17$0.13
2019Detailed filing. Detailed filing data is available for this year.$2.07$0.00$2.07$0.12$0.16$0.03
2018Detailed filing. Detailed filing data is available for this year.$2.10$0.00$2.10$0.12$0.16$0.04
2017Detailed filing. Detailed filing data is available for this year.$2.14$0.00$2.14$0.19$0.11$0.08
2016Detailed filing. Detailed filing data is available for this year.$2.06$0.00$2.06$0.01$0.16$0.15
2015Detailed filing. Detailed filing data is available for this year.$2.21$0.00$2.21$0.11$0.19$0.08
2014Summary only. Only limited summary data is available for this year.$2.29$0.00$0.29$0.29$0.01
2013Summary only. Only limited summary data is available for this year.$2.30$0.00$0.12$0.30$0.18
2012Summary only. Only limited summary data is available for this year.$2.48$0.00$1.72$0.05$1.67
2011Detailed filing. Detailed filing data is available for this year.$0.81$0.00$0.81$0.04